金吾财讯 | A股三大指数表现反复，午后三大指数悉数翻红，截至收盘，沪指涨0.01%，深成指涨0.45%，创业板指涨1.12%。沪深两市总成交额2.14万亿元，较上日缩量4080.7亿元。盘面上看，个股跌多涨少，逾2900只股份录得下跌。板块方面，稀土、光通信、覆铜板、玻纤等板块涨幅居前；火电、乳业、水电等板块跌幅居前。国泰海通认为，本轮AI科技行情并未结束，目前仅处于初级向中级过渡的阶段，调整过后仍有上行空间，后续核心看点在于行情结构分化。本轮市场行情的核心主线，是AI驱动的第四次工业革命产业链行情。即便当前板块经历深度调整，产业向上的核心逻辑并未颠覆。市场出现的“AI泡沫论”是新兴产业发展过程中的正常声音，纵观产业发展历史，新事物的崛起总会伴随争议，但产业迭代、技术升级的长期趋势不会改变。股市投资核心赚取的是未来预期收益，当下的基本面或许已计入股价，但尚未兑现的产业趋势是驱动行情持续的核心动力。
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